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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,995 | $138,393-79.0% | $184,256-84.3% | $80,959-64.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 14.69% | 20.01%-5.3pp | 28.85%-14.2pp | 35.67%-21.0pp |
| Employer contribution / active EE | $3,627 | $4,847-25.2% | $6,427-43.6% | $2,757+31.6% |
| Participant deferral / active EE | $2,688 | $7,076-62.0% | $9,133-70.6% | $4,300-37.5% |
| Admin fee / account holder | $4,985 | $10,489-52.5% | $13,899-64.1% | $6,925-28.0% |